Long-Standing Full-Service Accounting Practice

Full-service CPA firm with 35-year operating history and $720K in annual revenue

Heritage CPA Group is a well-established public accounting firm headquartered in Baton Rouge, Louisiana, with 35 years of continuous operation and a deeply loyal client base built primarily through word-of-mouth referrals. The firm provides a full range of accounting, tax preparation, and business advisory services to approximately 240 individual and small-to-midsize business clients, concentrated in the construction, healthcare, and professional services sectors. The service mix is approximately 60% tax preparation and planning, 25% compilations and reviews, and 15% bookkeeping and advisory. Client relationships average 11 years of tenure. The owner is the primary relationship holder for virtually all top-30 accounts. All client files, engagement letters, and work papers are digitized and organized in a secure cloud-based document management system.

Managing CPA is 67 years old and has not identified a family successor. The firm has reached a scale where a strategic acquirer can meaningfully grow revenue. Owner is seeking a clean exit with transition support.